Serving you. Well.
Many things inspire hard work. The financial well-being of your family and future. Your pride in building a successful business or career. The wisdom of being well-prepared for all that’s to come.
At Wasser Wealth Management, we work equally as hard to help you pursue the important goals in your life.
You can count on us for a myriad of financial services, including asset preservation and income planning for your retirement, and estate planning to build a legacy for your loved ones.
The Logic behind our logo
Pictured from left to right:
Amy M Wasser, CFP®, Melinda Fairweather, Laura Kurtzer
Gaining a good understanding of who you are and what you want to accomplish greatly aids us in designing, implementing and managing a plan that precisely fits your life.
We apply our analytical capabilities to help us manage market risk, identify investment opportunities, allocate assets, and build and balance portfolios.